Technopath/The NPSP Edge: Mastering Salesforce for Nonprofit Success

  • $147 or 3 monthly payments of $49

The NPSP Edge: Mastering Salesforce for Nonprofit Success

  • Course
  • 126 Lessons

This comprehensive class is designed to equip you for success in deepening your understanding of the Nonprofit Success Pack. If you are a consultant, it can assist you in obtaining your Salesforce Nonprofit Cloud Consultant Certification if desired. We've included access to over 150 practice exam questions.

A tour of our Course, Guide, and Practice Exam Questions!

Testimonials

Hear what our students have to say

Arvindan Ramesh

3X Salesforce Certified: Nonprofit Cloud Consultant | Administrator | App Builder

I would like to express my heartfelt gratitude to Technopath and Sarah Epting for providing an exceptional study guide resource that played a pivotal role in my success. Their comprehensive material, insightful tips, and practical examples were instrumental in helping me prepare for this challenging exam.

Daneen Johnson

5x Salesforce Certified Business Analyst & Consultant specializing in education & nonprofits

I had a good amount of experience with NPSP and working with clients but I was looking for something supplemental to #Trailhead. The study guide was really helpful for me to focus on what I needed to for the exam. I really like the videos that Sarah put in the study guide. It was also helpful too, for me to have language to be able to have conversations with clients specific to NPSP.

Maida Rider

Data Operations Officer at Jesuit Refugee Service - Certified Salesforce Admin

I had lots of hands-on experience. I have over 4 years as Salesforce Admin for a non-profit, I oversaw the implementation with the partner, and I used trailhead. So I had the work experience and had used other free resources but having the Nonprofit Cloud Consultant Study Guide provided me with a more structured way of reviewing the content and evaluating my knowledge before the test. I will totally recommend the investment.

Brandon Van Galder

Technical Consultant | 9x Certified | Marketing Cloud Email Specialist and Admin

Thank you Sarah Epting for her very useful study material and her Technopath materials.

Sameh Alshabi

12x Salesforce certified | Triple star Ranger | x11 Superbadges | 1 Copado certified

I must also acknowledge the invaluable resource, Sarah Epting. While I initially thought nothing could replace Focus on Force, I found Sarah's materials to be extremely valuable. I watched almost all of her Salesforce Saturday videos, course and practice exam and I became addicted to her content.

Vandana Gulati

Certified Nonprofit Cloud Consultant

Your study guides are so easy to follow and user friendly. I just used them to prepare for the exam. Thanks for designing them.

Kirsten Finger

Experienced transformational leader with a passion for making a difference

Doing the study guide built my confidence and broke down some of the more complex components to make them more easily understandable.
This study guide is great to keep your skills fresh and refer back to. We can all do with a little extra help!

Monika Williams

8x Salesforce Certified Professional | 2x Salesforce Accredited Marketing Professional | 4x Trailhead Ranger

I am in awe at how digestible it is, it feels so much more easier to understand than reading the NPSP official help pages and less overwhelming than getting through Trailhead.

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Contents

Introduction

Why I created this resource
Preview
๐Ÿ“ฃ Overview
๐Ÿ”— Study Guide Link Instructions
โ“ Study Questions
๐ŸŒŸ Helpful Links From Other Resources
30-day Study Schedule
Masterclass Information and Coupon Code

๐Ÿ’ฟ Installing NPSP

๐Ÿ› Trailhead NPSP Playground Setup
๐Ÿ†“ Getting NPSP Free Licenses for a Nonprofit
โคต๏ธ Installing Add-on Packages

๐Ÿ–ฅ๏ธ NPSP Data Model

๐Ÿ“‡ Accounts and Contacts
๐Ÿ˜๏ธ Household Accounts
๐Ÿ‘ญ Relationships
๐Ÿ“ฌ Addresses
๐Ÿ™๏ธ Organizational Accounts
๐Ÿ–‡๏ธ Affiliations
โ“ Mini-Quiz: Accounts and Contacts
๐Ÿ”ค NPSP Public Data Dictionary
โ˜๏ธ The Nonprofit Cloud (Industry)
๐Ÿ’ฒ Fundraising and Marketing
โบ๏ธ Opportunity Record Types
๐Ÿ’ณ Payments and Payment Schedules
๐Ÿ’ฒ General Accounting Units
๐Ÿ” Recurring Donations
๐Ÿช™ Soft Credits
๐Ÿ“‹ Deliverables
๐Ÿ’ต Moves Management
โœ”๏ธ Engagement Plans
๐ŸŽš๏ธ Levels
โฌ†๏ธ Basic NPSP Marketing Functions
๐Ÿชง Campaigns
๐Ÿ—ฃ๏ธ Campaign Influence
โž• Contact Roles
โ“ Mini-Quiz: Fundraising and Marketing

๐Ÿ”€ NPSP Data Management and Integration

๐Ÿ’พ NPSP Data Import Object
๐Ÿ—บ๏ธ Custom Mapping
๐ŸŽ Gift Entry
๐Ÿ’ป Third-Party Apps
โ“ Mini-Quiz: Data Mapping and Integrations
๐Ÿง‘โ€๐Ÿคโ€๐Ÿง‘ Duplicate Management
๐Ÿ  Household Management
โ“ Mini-Quiz: Duplicate and Household Management
๐Ÿ—ƒ๏ธ Big, External, and Custom Objects
๐Ÿ—„๏ธ Big Objects
๐Ÿ“‹ External Objects

โš™๏ธ NPSP Settings

๐Ÿ‘จโ€๐Ÿ‘ฉโ€๐Ÿ‘งโ€๐Ÿ‘ง People Settings
๐Ÿก Household Automatic Naming
๐Ÿ“ Address Table Settings
๐ŸŽฏ Leads
๐Ÿค Relationship Settings
๐Ÿท๏ธ Affiliation Settings
๐Ÿ‘จโ€๐Ÿ‘ฉโ€๐Ÿ‘ฆ Relationships, Reciprocal, and Autocreation
โ“ Mini-Quiz: People Settings
๐Ÿ’ต Donations Settings
๐Ÿท๏ธ Opportunity Automatic Naming
โž• Customizable Rollups
๐Ÿ™‹ Membership
๐Ÿ“Š Payments and GAU Allocations
๐Ÿ‘จโ€๐Ÿ‘ฉโ€๐Ÿ‘งโ€๐Ÿ‘ฆ Contact Roles and Campaign Members
๐Ÿฆ Recurring Donation Settings
โ“ Mini-Quiz: Donations Settings
โž• Bulk Data Processing
โš™๏ธ Batch Process Settings
๐Ÿ“Š Rollup Donations Batch
๐Ÿงฎ Rollup Allocations Batch
๐Ÿ“— Batch Create Default Allocations
๐Ÿ’ณ Create Missing Payments
๐Ÿ˜๏ธ Refresh Household Names
๐ŸŒฟ Refresh Opportunity Names
๐Ÿ™‹โ€โ™€๏ธ Refresh Opportunity Primary Contact
๐Ÿ” Recurring Donations Batch
๐ŸŽš๏ธ Level Assignment Batch
๐Ÿ—‘๏ธ Remove Duplicate Primary OCRs
โ“ Mini-Quiz: Bulk Data Processing
๐Ÿ“ถ System Tools
โœด๏ธ Trigger Configuration
๐Ÿฉบ Health Check
โš ๏ธ Error Log
โŒ Error Notifications
โ“ Mini-Quiz: System Tools

๐Ÿ“Š Analytics

๐Ÿ“‘ Reports
๐ŸŽ›๏ธ Dashboards
โ“ Mini-Quiz: Reports and Dashboards

โ˜๏ธ Nonprofit Cloud Solutions

๐Ÿ™‹ Volunteer Management
โ“ Mini-Quiz: Volunteers
๐Ÿ’ผ Program and Case Management
๐Ÿ“‹ Program Management Module
๐Ÿ›„ Case Management Module
โ“ Mini-Quiz: Program and Case Management
๐Ÿงฎ Accounting Subledger
โš™๏ธ Accounting Settings
๐Ÿค Foundations and Grantmakers
๐Ÿ’ธ Outbound Funds Module
๐Ÿฆ Grants Management
๐Ÿ›ฉ๏ธ Marketing and Engagement Add-ons
๐Ÿ“ก Marketing Cloud for Nonprofits
๐Ÿ” Marketing Cloud Account Engagement (aka Pardot)
๐Ÿ›— Elevate

โ–ถ๏ธ Implementation Strategies

๐Ÿ”ญ Discovery
๐ŸŽฏ Scope of Work
๐ŸŒ– Phases of a Salesforce Implementation
๐Ÿ—‚๏ธ Plan and Prepare
๐Ÿง‘โ€๐Ÿ’ผ Project Team Roles
๐Ÿ“‹ Implementation Approaches
๐Ÿงญ Project Roadmap/Building Timeline
๐Ÿ—ฃ๏ธ Determine Communication Strategies
โš™๏ธ Setup and Customize
๐Ÿ”‘ Define Security Settings
๐Ÿ›ก๏ธ Additional Security Features - Salesforce SHIELD
๐Ÿ“ Customize and Build
๐Ÿ› Sandbox Types
๐Ÿš€ Test & Deploy
๐Ÿ“‹ Create a Test Plan
๐Ÿ“ˆ Continuously Improve
๐Ÿ‘ Data Governance Best Practices
๐Ÿฅ‡ Build a Center of Excellence
โœ… V2MOM
๐Ÿ“‘ Design Tools & Strategies
๐Ÿšง Deployment Tools & Strategy
๐ŸŸข Working in Production
๐ŸŒ€ Application Lifecycle Management
๐Ÿ› Sandboxes
๐Ÿฅ… Preview Sandboxes
๐Ÿ—บ๏ธ Learning Paths

๐ŸŽ“ Masterclass: Syllabus and Business Requirements Document

Technopath Masterclass Syllabus
Business Requirements Doc